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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $168,876 | $100,792+67.5% | $86,691+94.8% | $134,509+25.5% |
| Participation rate | 90.5% | 78.9%+11.5pp | 76.6%+13.9pp | 81.2%+9.2pp |
| Annual return | -14.90% | 29.08%-44.0pp | 35.94%-50.8pp | 418.13%-433.0pp |
| Employer contribution / active EE | $1,760 | $3,491-49.6% | $2,837-38.0% | $4,741-62.9% |
| Participant deferral / active EE | $4,062 | $5,339-23.9% | $4,656-12.8% | $6,400-36.5% |
| Admin fee / account holder | $27,119 | $10,924+148.3% | $7,492+262.0% | $11,427+137.3% |